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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,363 | $54,757-71.9% | $90,300-83.0% | $72,983-78.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.10% | 30.63%-25.5pp | 78.11%-73.0pp | 81.01%-75.9pp |
| Employer contribution / active EE | $1,532 | $2,092-26.8% | $2,854-46.3% | $2,440-37.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $211 | $3,972-94.7% | $5,353-96.1% | $5,124-95.9% |